What you see
The page has a readiness banner at the top, followed by six tabs:- Overview — A natural-language instruction field and evidence-based suggestions.
- Business — Identity, contact, location, and service area facts.
- Quote handling — Stop conditions, deposit defaults, hold defaults, and approval mode.
- Customer surfaces — Domains, embeds, and hosted quote paths.
- Connections — Provider credentials and integrations (Stripe, Google Business Profile).
- People & access — Team members, API keys, and billing.
The readiness banner
The banner at the top of the page tells you whether your workspace is commercially ready:
The banner also shows the current Live Settings version number and a next-action button when one is available.
The instruction field
The Overview tab contains a natural-language instruction field. You can type a plain instruction — for example, “Change our deposit to 20%” or “Set our service area to 25 miles” — and Kordless interprets it into a structured proposal. Proposals are never auto-applied. Each one appears as a suggestion you review and accept or reject. This keeps the control sheet honest: every change is traced to a source and approved by a person before it reaches the Live Settings version.The five groups
Each group collects rows from the system that owns them. The row’s status chip tells you its current state:Business
Facts about your business that customers and the evaluator rely on:- Display name — The name customers see.
- Legal name — Optional. Used on contracts.
- Description — A short description of your business (up to 4,000 characters).
- Logo — HTTPS URL to your logo image.
- Year founded — Optional.
- Public phone — E.164 format.
- Public email — The address customers can reach.
- Address — Street address, city, region, postal code, country.
- Service area — Radius, places, or polygon.
- Opening hours — Opening-hour rules.
Quote handling
Policies that govern how the evaluator and commitment mechanics behave:- Stop conditions — When to require inspection, owner review, or mark unavailable.
- Deposit default — The default deposit kind (none, fixed, or percent) and amount.
- Hold default — The default hold duration and expiry action.
- Price book — A link to the Book workspace, which owns the pricing model.
- Approval mode — A link to the rollout policy for Live quotes.
Customer surfaces
Where your Book is published and how customers reach it:- Domains — Your hosted quote domain.
- Embeds — Quote embed installations on your own pages.
Connections
External provider credentials that your workspace depends on:- Stripe — Connected for deposits and payouts.
- Google Business Profile — Connected for review sync and business verification.
People & access
Who can operate this workspace and the credentials they use:- Team members — Manage who can access this business.
- API keys — Machine credentials for quoting.
- Billing — Active-book usage and plan.
Publishing Settings
Settings are published the same way the Book is published: you compile verified Test facts and business-owned policies into one immutable Live Settings version. Publishing performs a compare-and-swap on the Live head and rejects open blocking conflicts. The published snapshot contains only registered customer-runtime fields and stable references to externally owned configuration — never credentials, raw evidence, or private notes.What Settings is not
- Settings is not a CRM. Customer records are contextual to Quotes and Commitments, not an independent module.
- Settings is not a billing portal. Plan and payment management lives in Usage & billing.
- Settings is not a second write authority for the Book. The Book workspace owns pricing; Settings projects a link to it.
- Settings does not store secrets. Credentials live with their adapter and are referenced, not copied.